Changing or deleting a project or job

You can modify projects and jobs as needed, and you can delete them if they are not currently associated with quotes or orders in the system. You can also make projects and jobs unavailable for further use but leave them in the system while they are still associated with other records.

These are the steps for changing or deleting projects and jobs:

  1. In CPQ Enterprise Quoting, select Projects in the menu.
  2. Perform one of these actions:
    • To modify a project or job, find and open the record. Make changes as needed.
    • To inactivate a project or job but leave it in the system, open the record and set the Status field to Inactive.
    • To remove a project or job from the system, select it and click the delete icon.